Pundit ClaimsAI claims by Gary Marcus and Ed Zitron, with the evidence

“Based on its reported revenues of $3.7 billion in CY2024 and $4.3 billion in revenue for the first half of CY2025, it seems that OpenAI’s inference costs easily eclipsed its revenues.”

Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft, paragraph 20.

Our reading:

Based on OpenAI's reported revenues of $3.7 billion in CY2024 and $4.3 billion in the first half of CY2025, it seems that OpenAI's inference costs easily eclipsed its revenues.

Assessment: Can’t be checked

What happened

Not graded on evidence

Outcome: Can’t be checked

An opinion, a recommendation, or too vague to test. Listed, not scored.

Evidence up to . Checked .

Why

Zitron says 'it seems' that inference costs eclipsed revenue. This is a tentative conclusion, even though its inputs are numerical. Scoring an unqualified cost-versus-revenue assertion would remove his hedge.

Caveats

  • This does not validate or invalidate the underlying revenue and inference-spending figures.

Evidence (0 items)

Claims like this aren’t scored, so there is no evidence to show.

How we judged it

Kind of claim
Observation
Deadline
None given. We don’t add one.

Conditions

  • based on its reported revenues of $3.7 billion in CY2024 and $4.3 billion for the first half of CY2025 (their words)
  • it seems (their words)
  • CY2024 and the first half of CY2025 (their words)

Where we had to interpret

  • The comparison is expressly presented as a tentative inference. The numerical inputs do not turn 'it seems' into a firm assertion.
  • The described periods are CY2024 and H1 CY2025, considered separately.

We don’t grade claims like this. We only check the quote and who said it.

What would settle it

A separately stated firm claim about the underlying amounts could be assessed against matching independent financial records.

We found 14 claims in this post. See them all.

Full record

Source and dates

Where's Your Ed At, Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft, paragraph 20.

Said
We read the source
live page, full text, public
Evidence up to
Checked

We read this wording on 2026-10-28. The post may have been edited after 2025-11-12.

Where it was said (1)

Said once in the posts we read.

  • : Where's Your Ed At, Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft

    Based on its reported revenues of $3.7 billion in CY2024 and $4.3 billion in revenue for the first half of CY2025, it seems that OpenAI’s inference costs easily eclipsed its revenues.

    Published
    2025-11-12
    We read it
    , live page
    Access
    full text, public

History

Versions

  • Current: Can’t be checked. Evidence up to 2026-10-28.

What happened to this record

  1. PublishedBy us

    Published after both AI reviews and the final check passed.

  2. Held backBy us

    A reviewer said our test wasn’t fair to what was actually said.